This month’s topic: The Early Seat at the Table for Wealth Management with leader, Brett Dearing, CM&AA, CEPA.
Wealth managers complain too often that they are alerted far too late in the exit planning decision process. Wealth management has the ability to expand exit success and income strategies long before the liquidity event. Whether you are a wealth manager looking to be invited into the exit planning conversation earlier or an advisor who doesn’t recognize how working with wealth managers and financial planners increases their value to the client, this session will give you the insights you seek and an open-mic opportunity to ask your questions, share your knowledge, and develop best practices.
About the EPI Best Practices Mastermind Virtual Roundtable.
The EPI Best Practices Mastermind Virtual Roundtable webinar series is a collaborative peer discussion centered around a different key topic each month. This session brings together CEPAs across the country to listen and discuss. It is a great opportunity to get answers to your questions, brainstorm new solutions to common and unique problems, share methods that have worked well for you, and learn ways to get past roadblocks. This session is held monthly and is another way to meet CEPAs that complement your practice needs and to build your expert network.
This monthly discussion is hosted on the GoToWebinar platform. It is not a lecture presentation; it is a discussion forum among peers. Experience the power of your CEPA community. Register now. Limited to the first 20 registrations.
Brett Dearing, CM&AA, CEPA
Brett Dearing, a Senior Director of Wealth Management Services for Business Owners, CEPA, CM&AA and experienced Chief Operating Officer has been recognized as a experienced leader by advisors and business owners. Brett has been in the investment management and consulting industry for almost 30 years. He works closely with business owners, their trusted advisors, high-net worth clients, family offices, and Registered Investment Advisors. His vast experience includes: M&A Consulting, exit planning, succession planning, outsourced COO Services, business value acceleration and implementing complex de-risking strategies integrated with wealth preservation solutions for business owners of privately held companies as well as corporate executives. Mr. Dearing works closely with business owners to create a customized transition and succession strategy and life/legacy plan
Areas of Expertise:
- Merger & Acquisition Advisor to Business Owners
- Recapitalizations: Buy-Outs, Growth Capital, Taking Money Off The Table
- Transition & Succession Planning (Exit Planning)
- Merger & Acquisition Planning
- Pre-Transaction Due Diligence
- Contingency Planning
- After Sale Life/Legacy Planning
Thank you to the experts at BNY Mellon Wealth Management for sharing their knowledge and insights with the exit planning community.
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Dec. 31, 2015, BNY Mellon had $28.9 trillion in assets under custody and/or administration, and $1.6 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com/newsroom.